You can manage your pending Change Orders on the Change Orders tab at the bottom of the Project Explorer:
You can also manage Change Orders within the Project Editor for an approved Project via Settings ->Change Orders feature:
You can created/edit/open/delete pending/approved/rejected Change Orders.
Note: You generally will not create new Change Orders here. Click here to see the recommended procedure.
To approve a Change Order click the Mark as Approved button:
Note: There are User Group Permission Settings to determine which user's can mark Change Orders as approved/rejected.
This will bring up the following dialog:
When a Change Order is marked as approved, the following things happen:
Added items on Change Order are marked as approved
Items marked for deletions will be deleted from the project
A Revision will be created
The status of the Change Order will be set to "Approved"
Note: If you are approving an Internal Change Order you will have the option of whether or not to create a Revision:
If items are being added to the Project, they will simply be added to the Project once the Change Order is approved.
If items are being deleted on the Change Order that you are approving, you will have the option to maintain the pricing of the deleted items in the Project via a Placeholder. A Placeholder is a "hybrid Package" in SI that can maintain the price of an approved Project. This is the only way Placeholders can be created in SI, i.e. you cannot manually add these to your Catalog or to a Project.
On the Placeholder tab the Name and Description fields will be pre-populated but you can edit these if desired. All products will be pre-checked with all options of maintaining pricing checked, but you can edit as needed. The pricing options are "Maintain Product Cost", "Maintain Product Price" , "Maintain Labor Cost", and "Maintain Labor Price". There is a Mass Update button that will allow you to mass update the pricing field options for the selected items:
The value of the tax on these items will also be maintained in the Placeholder. If you uncheck any items or uncheck either of the pricing options the price of the Project will change when you approve the Change Order.
A Change Order Placeholder is a "hybrid Package" in SI and is not editable.They will display in the Project Editor as shown below:
The Price tab of a Placeholder is shown below:
Once Approved, you will no longer be able to view the changes via the Change Order Filter when the Project Editor is open as this filter only shows pending Change Orders:
If you need to view an approved Change Order, open it via the Change Orders tab at the bottom of the Project Explorer:
If items that are "marked for deletion" on this Change Order also exist on other pending Change Orders, you will get the following prompt informing you that these items will be removed from the pending Change Orders and you should re-run and submit new reports to your Clients if you don't plan to reject those pending Change Orders.
To reject a Change Order click the Mark as Rejected button.
Note: There are User Group Permission Settings to determine which user's can mark Change Orders as approved/rejected.
This will bring up the following prompt:
When a Change Order is marked as rejected, the following things happen:
Added items on Change Order are deleted from the Project
Items marked for deletion on Change Order will no longer be marked deleted
If for some reason you need to "back out" of an approved or rejected Change Order, you can click the Mark as Pending button:
For approved Change Orders you will get a warning of what is going to happen if you proceed that will vary based on whether items were added or removed in the Change Order:
The message will vary for rejected Change Orders based on whether there were pending additions or items marked for deletion on the Change Order:
If you would like to "move" items from one pending Change Order to another, use the Assign functionality within the Project Editor.
This will allow you to view a detailed pricing history of all approved Change Orders that can be exported to Excel or to PDF.